Smith-Midland
SMID
37 hedge funds and large institutions have $94M invested in Smith-Midland in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 2 closing their positions.
750% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 2
644% more capital invested
Capital invested by funds: $12.6M → $94M (+$81.3M)
68% more funds holding
Funds holding: 22 → 37 (+15)
20.9% more ownership
Funds ownership: 17.47% → 38.37% (+21%)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$1.01M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$932K |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
+$780K |
| 4 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$670K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$356K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.13M |
| 2 |
NIM
Needham Investment Management
New York
|
-$388K |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$191K |
| 4 |
BA
Bard Associates
Chicago,
Illinois
|
-$182K |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$168K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KAS
26
Kestra Advisory Services
Austin,
Texas
| $217K | +$129K | +4,620 | New |
|
27
Renaissance Technologies
New York
| $216K | +$129K | +4,600 | New |
|
|
NA
28
NewEdge Advisors
New Orleans,
Louisiana
| $212K | +$126K | +4,500 | New |
|
|
JIR
29
James Investment Research
Alpha,
Ohio
| $62K | -$2.29K | -82 | -6% |
|
|
DWA
30
Dorsey Wright & Associates
Pasadena,
California
| $57K | +$33.8K | +1,208 | New |
|
|
APA
31
American Portfolios Advisors
Holbrook,
New York
| $51.7K | +$30.7K | +1,100 | New |
|
32
Morgan Stanley
New York
| $49K | +$1.23K | +44 | +4% |
|
33
JP Morgan Chase
New York
| $47K | – | – | – |
|
|
HI
34
Harbour Investments
Madison,
Wisconsin
| $47K | +$28.1K | +1,005 | New |
|
35
Osaic Holdings
Scottsdale,
Arizona
| $38K | -$8.38K | -300 | -27% |
|
|
ATC
36
Adirondack Trust Company
Saratoga Springs,
New York
| $7K | +$3.91K | +140 | New |
|
37
Wells Fargo
San Francisco,
California
| $1K | – | – | – |
|
38
UBS Group
Zurich,
Switzerland
| – | -$28K | -2,000 | Closed |
|
|
TRCT
39
Tower Research Capital (TRC)
New York
| – | -$27K | -1,959 | Closed |
|
SMID Hedge Fund Activity: Q4 2021 in Review
37 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Smith-Midland (SMID) for Q4 2021, worth a combined $94M — up 644% from $12.6M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SMID positions and 2 closed out — a net gain of 15 holders — while 6 added to existing stakes and 9 trimmed.
The largest buyer was Rice Hall James & Associates, opening a new position worth an estimated $1.01M. The largest seller was Bank of America, cutting an estimated $1.13M.
- 37 institutional investors held Smith-Midland (SMID) as of Q4 2021, up from 22 in Q3 2021.
- Funds reported $94M of Smith-Midland stock for Q4 2021, up 644% quarter-over-quarter.
- 17 funds opened new Smith-Midland positions in Q4 2021 and 2 closed out, a net change of +15 holders.
- The largest Smith-Midland buyer in Q4 2021 was Rice Hall James & Associates, an estimated $1.01M added.
- The largest Smith-Midland seller in Q4 2021 was Bank of America, an estimated $1.13M sold.
Based on aggregated 13F filings for Q4 2021.